TikTok's fate remains uncertain as Apple, Google, and Oracle have differing approaches due to their interests. Trump's support for Oracle and potential buyers adds to the drama.

Tuesday's market has seen significant movements among stocks, with some companies experiencing notable gains while others face declines. Mega-cap stocks like Oracle Corp (NYSE:ORCL) and Apple Computer Inc (NASDAQ:AAPL) have made headlines with their intraday stock movements,

Apple Inc. and Oracle Corp. have reacted differently to President Donald Trump's pledge that the US government won't enforce a national security law that raised potential penalties for US partners of the popular video app TikTok.

Oracle (ORCL) stock jumped 7% on Tuesday — and continued its ascent in after-hours trading — as President Donald Trump announced it would be part of a $500 billion investment in AI infrastructure with other leading tech companies.

The leg up comes as the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) gained 0.6% and 0.3%, respectively. Oracle is benefiting from several executive orders signed by President Trump on his first day in office,

Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to Jefferies analyst Brent Thill, Microsoft should report improved AI consumption and continued spending, something investors have been hoping for as the company works to meet customer demand for AI infrastructure.

Piper Sandler says Arista Networks (ANET) will likely be the most discussed “winner” of Stargate within the firm’s coverage given the exposure

Oracle stock jumped 6% on a report that Trump plans to announce billions of dollars in private sector investment to build artificial intelligence infrastructure in the US.

Meanwhile, Wedbush analysts have raised their price target on Tesla Inc (NASDAQ: TSLA) shares to $550, the highest on Wall Street, from $515. The upgrade reflects “growing confidence” in Tesla’s delivery demand outlook for 2025 and the anticipated acceleration of autonomous and AI initiatives under the Trump Administration.

Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President Donald Trump has intensified hopes that its cloud business will see a tailwind from artificial intelligence.

GE Aerospace posts strong Q3 results, announces $7B stock buyback; shares soar. American Airlines expects a significant Q4 loss; EA cuts 2025 net bookings guidance.